Destiny Wealth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Destiny Wealth Partners, LLC reported 154 stock positions worth $556.5 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 5.0% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 4.8%) and Dim US Large Cap Value ETF (DFLV, 4.4%). Compared with Q1 2024, it opened 18 new positions, sold out of 20, added to 22 and reduced 68. The biggest buy was a new position in Dim US Large Cap Value ETF (DFLV) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $556.5M (Q2 2024)
- SEC Filing
- 0001844369-24-000005 ↗ filed Jul 25, 2024
Holdings Value
Holdings 154 stocks · $556.5M
| VUG Vanguard Mrngstar GR ETF-Sui | 5.00% | 74,413 | $27.8M | Add +64.8% |
| JCPB JPMorgan Core Plus Bond ETF | 4.84% | 580,776 | $26.9M | Add +268.5% |
| DFLV Dim US Large Cap Value ETF | 4.40% | 847,063 | $24.5M | New |
| AMZN Amazon.com Inc. | 3.96% | 114,091 | $22.0M | Reduce -17.6% |
| DFAX Dimensional World Ex US Core | 3.25% | 710,562 | $18.1M | Reduce -6.3% |
| AAPL Apple Inc. | 2.94% | 77,753 | $16.4M | Add +6.6% |
| SYK Stryker Corp. | 2.89% | 47,288 | $16.1M | Reduce -11.3% |
| XLK SS Technology Select Sector | 2.59% | 63,611 | $14.4M | Reduce -8.9% |
| MSFT Microsoft Corp. | 2.48% | 30,907 | $13.8M | Add +4.3% |
| TOTL SS Doubleline TR Tact ETF | 2.23% | 312,003 | $12.4M | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 1.94% | 59,200 | $10.8M | Reduce -0.2% |
| ANGL Vaneck Fallen Angel High YLD | 1.94% | 381,208 | $10.8M | Reduce -0.1% |
| GIGB Goldman Sachs Inv GRD Corp. | 1.94% | 238,076 | $10.8M | Add +0.3% |
| BXSL Blackstone Secured Lending F | 1.90% | 345,510 | $10.6M | Reduce -3.8% |
| IBB iShares Biotechnology ETF | 1.89% | 76,600 | $10.5M | Add +14.6% |
| JAAA Janus Henderson Aaa Clo ETF | 1.85% | 202,222 | $10.3M | Add +83.4% |
| VIGI Vanguard Int Div App Indx FD | 1.83% | 125,280 | $10.2M | Add +33.5% |
| XLF SS Financial Select Sector | 1.79% | 242,729 | $10.0M | Add +1183.6% |
| VIS Vanguard Industrials ETF | 1.75% | 41,325 | $9.7M | Reduce -8.0% |
| AVEM Avantis Emerging Markets Eq | 1.74% | 158,352 | $9.7M | Reduce -7.4% |
| JBBB Janus Henderson B-BBB Clo Et | 1.73% | 195,271 | $9.6M | Reduce -1.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.72% | 169,880 | $9.6M | Reduce -7.5% |
| SDY SS SPDR S&P Dividend ETF | 1.58% | 69,007 | $8.8M | Reduce -3.3% |
| USHY iShares Broad Usd High Yield | 1.54% | 236,167 | $8.6M | Reduce -9.5% |
| SRLN SS Blackstone Sr Loan ETF | 1.49% | 198,270 | $8.3M | Reduce -9.2% |
| GOOGL Alphabet Inc. Class A | 1.40% | 42,904 | $7.8M | Reduce -10.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.31% | 17,916 | $7.3M | Reduce -0.5% |
| DFIV Dimensional International Va | 1.29% | 199,927 | $7.2M | Add +2.7% |
| MLPX Global X MLP & Energy Infras | 1.20% | 131,189 | $6.7M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 13,340 | $6.4M | Reduce -6.6% |
| VYM Vanguard High DVD Yield ETF | 1.14% | 53,479 | $6.3M | Reduce -64.4% |
| JEPI JPMorgan Equity Premium Inco | 1.06% | 103,827 | $5.9M | Reduce -0.3% |
| AVIG Avantis Core Fixed Income | 1.05% | 143,963 | $5.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 10,421 | $5.7M | Add +3.0% |
| VT Vanguard Tot World STK ETF | 0.91% | 45,201 | $5.1M | Reduce -0.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.90% | 79,455 | $5.0M | Reduce -0.2% |
| GEM Goldman Sachs Activebeta Em | 0.88% | 150,634 | $4.9M | Reduce -46.4% |
| VCLT Vanguard Long-Term Corp. Bond | 0.88% | 64,784 | $4.9M | Reduce -70.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.88% | 44,199 | $4.9M | Reduce -73.6% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.87% | 82,563 | $4.9M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.86% | 19,778 | $4.8M | Reduce -1.6% |
| SSGA ACTIVE TR | 0.83% | 109,292 | $4.6M | New |
| META Meta Platforms Inc. Class A | 0.75% | 8,331 | $4.2M | New |
| UBER Uber Technologies Inc. | 0.75% | 57,359 | $4.2M | New |
| NFLX Netflix Inc. | 0.74% | 6,141 | $4.1M | Reduce -21.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.74% | 10,810 | $4.1M | New |
| JMBS Janus Henderson Mortg Backed | 0.74% | 92,241 | $4.1M | New |
| MOAT Vaneck Morningstar Wide Moat | 0.65% | 41,502 | $3.6M | Add +4.4% |
| CGGR Cap Group Growth Equity | 0.63% | 106,788 | $3.5M | Reduce -11.5% |
| SNAP Snap Inc. Class A | 0.63% | 211,098 | $3.5M | New |
| GLIN Vaneck India Growth Leaders | 0.63% | 68,692 | $3.5M | New |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.61% | 60,252 | $3.4M | Reduce -47.8% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.58% | 27,195 | $3.2M | New |
| AVDV Avantis Intl S/C Value ETF | 0.57% | 49,149 | $3.2M | Add +3.8% |
| CRM Salesforce Inc. | 0.57% | 12,369 | $3.2M | New |
| DRIV Global X Autonomous&elec-ETF | 0.56% | 132,757 | $3.1M | New |
| SPGM State Street SPDR Portfolio | 0.45% | 41,224 | $2.5M | Add +1.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.43% | 79,791 | $2.4M | Reduce -79.7% |
| LMBS First Trust Low Duration Opp | 0.42% | 48,592 | $2.3M | Reduce -2.1% |
| VTIP Vanguard Short-Term Tips | 0.39% | 45,251 | $2.2M | Reduce -69.7% |
| FLOT iShares Floating Rate Bond E | 0.39% | 42,013 | $2.1M | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 9,615 | $2.1M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 16,088 | $1.9M | No change |
| BOTZ Global X Robotics & Artifici | 0.33% | 58,961 | $1.8M | Reduce -5.6% |
| NVDA Nvidia Corp. | 0.31% | 14,034 | $1.7M | Add +21.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.29% | 22,850 | $1.6M | No change |
| GOOG Alphabet Inc. Class C | 0.27% | 8,184 | $1.5M | Reduce -8.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.27% | 59,747 | $1.5M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.26% | 2,908 | $1.5M | New |
| IVV iShares Core S&P 500 ETF | 0.24% | 2,413 | $1.3M | Reduce -1.4% |
| FLTR Vaneck Ig Floating Rate ETF | 0.23% | 51,199 | $1.3M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 4,666 | $1.2M | No change |
| VXF Vanguard Extended Market ETF | 0.20% | 6,583 | $1.1M | Reduce -0.6% |
| PKW Invesco Buyback Achievers Et | 0.19% | 10,244 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.19% | 9,099 | $1.0M | Reduce -0.5% |
| FDN First Trust DJ Internet Ind | 0.18% | 4,986 | $1.0M | No change |
| PEP Pepsico Inc. | 0.18% | 6,105 | $1.0M | Reduce -2.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.18% | 23,778 | $1.0M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 11,538 | $969K | Reduce -3.1% |
| MINO PIMCO Municipal Income Oppor | 0.16% | 20,145 | $915K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 15,535 | $911K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.15% | 4,989 | $852K | Reduce -11.0% |
| ABBV Abbvie Inc. | 0.15% | 4,881 | $837K | Reduce -2.8% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.15% | 20,766 | $820K | Reduce -3.0% |
| BNDW Vanguard Total World Bond Et | 0.14% | 11,235 | $764K | Add +3.7% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 6,184 | $738K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 14,849 | $734K | No change |
| GLD SPDR Gold Shares | 0.12% | 3,184 | $685K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.12% | 16,260 | $674K | No change |
| HCA HCA Healthcare Inc. | 0.11% | 1,987 | $638K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.11% | 6,120 | $611K | No change |
| MUNI PIMCO Intermediate Municipal | 0.11% | 11,669 | $607K | Reduce -3.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 8,487 | $563K | Reduce -5.5% |
| DGX Quest Diagnostics Inc. | 0.10% | 4,000 | $548K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.10% | 16,131 | $543K | Reduce -5.0% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 24,030 | $542K | Reduce -1.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.09% | 5,639 | $518K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 6,343 | $514K | Add +45.1% |
| EMLP First Trust North American E | 0.09% | 16,588 | $505K | No change |
| MAR Marriott International Class A | 0.09% | 2,076 | $502K | Reduce -87.7% |
Portfolio Sells Q1 2024 → Q2 2024
| SHV iShares 0-1 Year Treasury Bo | Reduce -73.6% | 0.88% | −2.43 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -70.6% | 0.88% | −2.21 |
| VYM Vanguard High DVD Yield ETF | Reduce -64.4% | 1.14% | −2.12 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -79.7% | 0.43% | −1.67 |
| FDIS Fidelity MSCI Cons Discr Ind | Sold out | 0.00% | −1.57 |
| VFMV Vanguard US Minimum Volatili | Sold out | 0.00% | −1.52 |
| EMLC Vaneck JPM Em Local Curr BND | Sold out | 0.00% | −0.94 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.93 |
| VTIP Vanguard Short-Term Tips | Reduce -69.7% | 0.39% | −0.89 |
| REET iShares Global REIT ETF | Sold out | 0.00% | −0.78 |
| NANR Sta STR SP S&P Nor An Res-Ui | Sold out | 0.00% | −0.74 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.70 |
| GEM Goldman Sachs Activebeta Em | Reduce -46.4% | 0.88% | −0.70 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.69 |
| MAR Marriott International Class A | Reduce -87.7% | 0.09% | −0.67 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -47.8% | 0.61% | −0.60 |
| WCLD Wisdomtree Cloud Computing | Sold out | 0.00% | −0.58 |
| SYK Stryker Corp. | Reduce -11.3% | 2.89% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -17.6% | 3.96% | −0.51 |
| IDRV iShares Self-Driving Ev&tech | Sold out | 0.00% | −0.42 |
| VIS Vanguard Industrials ETF | Reduce -8.0% | 1.75% | −0.22 |
| DFAX Dimensional World Ex US Core | Reduce -6.3% | 3.25% | −0.21 |
| USHY iShares Broad Usd High Yield | Reduce -9.5% | 1.54% | −0.17 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -9.2% | 1.49% | −0.16 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -7.5% | 1.72% | −0.13 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.13 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.12 |
| NFLX Netflix Inc. | Reduce -21.3% | 0.74% | −0.10 |
| BXSL Blackstone Secured Lending F | Reduce -3.8% | 1.90% | −0.10 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.3% | 1.58% | −0.10 |
| CGGR Cap Group Growth Equity | Reduce -11.5% | 0.63% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.31% | −0.05 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.1% | 1.94% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.04 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.04 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 0.86% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -7.4% | 1.74% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.04 |
| FEMS First Trust Emerging Markets | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -42.3% | 0.04% | −0.03 |
| BOTZ Global X Robotics & Artifici | Reduce -5.6% | 0.33% | −0.03 |
| DIS The Walt Disney Co. | Reduce -19.8% | 0.05% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.3% | 1.06% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -34.8% | 0.04% | −0.02 |
| XLK SS Technology Select Sector | Reduce -8.9% | 2.59% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.38% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| DFLV Dim US Large Cap Value ETF | New | 4.40% | +4.40 |
| JCPB JPMorgan Core Plus Bond ETF | Add +268.5% | 4.84% | +3.52 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +64.8% | 5.00% | +2.22 |
| XLF SS Financial Select Sector | Add +1183.6% | 1.79% | +1.65 |
| AVIG Avantis Core Fixed Income | New | 1.05% | +1.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +83.4% | 1.85% | +0.85 |
| SSGA ACTIVE TR | New | 0.83% | +0.83 |
| META Meta Platforms Inc. Class A | New | 0.75% | +0.75 |
| UBER Uber Technologies Inc. | New | 0.75% | +0.75 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.74% | +0.74 |
| JMBS Janus Henderson Mortg Backed | New | 0.74% | +0.74 |
| AAPL Apple Inc. | Add +6.6% | 2.94% | +0.70 |
| SNAP Snap Inc. Class A | New | 0.63% | +0.63 |
| GLIN Vaneck India Growth Leaders | New | 0.63% | +0.63 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | New | 0.58% | +0.58 |
| CRM Salesforce Inc. | New | 0.57% | +0.57 |
| DRIV Global X Autonomous&elec-ETF | New | 0.56% | +0.56 |
| VIGI Vanguard Int Div App Indx FD | Add +33.5% | 1.83% | +0.46 |
| VOO Vanguard S&P 500 ETF | New | 0.26% | +0.26 |
| MSFT Microsoft Corp. | Add +4.3% | 2.48% | +0.25 |
| IBB iShares Biotechnology ETF | Add +14.6% | 1.89% | +0.24 |
| FLTR Vaneck Ig Floating Rate ETF | New | 0.23% | +0.23 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.18% | +0.18 |
| MINO PIMCO Municipal Income Oppor | New | 0.16% | +0.16 |
| NVDA Nvidia Corp. | Add +21.9% | 0.31% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.0% | 1.02% | +0.07 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.05% | +0.05 |
| PG The Procter & Gamble Co. | New | 0.04% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +45.1% | 0.09% | +0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +3.8% | 0.57% | +0.01 |
| SPGM State Street SPDR Portfolio | Add +1.1% | 0.45% | +0.01 |
| DFIV Dimensional International Va | Add +2.7% | 1.29% | +0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +4.4% | 0.65% | +0.01 |
| BNDW Vanguard Total World Bond Et | Add +3.7% | 0.14% | +0.00 |
| KO The Coca-Cola Co. | Add +3.1% | 0.05% | +0.00 |
| BAC Bank of America Corp. | Add +0.6% | 0.05% | +0.00 |
| MCD McDonald's Corp. | Add +10.6% | 0.06% | +0.00 |
| TOTL SS Doubleline TR Tact ETF | Add +0.6% | 2.23% | −0.00 |
| CVX Chevron Corp. | Add +0.2% | 0.09% | −0.00 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +0.3% | 1.94% | −0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| IRRXW Integrated Rail and Re -CW23 | *W EXP 99/99/999 | Sold out | 89,321 | $456before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $708.8M | VUG, DFLV, JCPB, JAAA, DFAX |
| Q1 2026 | 1,142 | $914.4M | JCPB, VUG, DFLV, JAAA, DFAX |
| Q4 2025 | 211 | $871.5M | VUG, JCPB, DFLV, JAAA, AMZN |
| Q3 2025 | 205 | $816.3M | JAAA, VUG, DFLV, JCPB, AMZN |
| Q2 2025 | 192 | $744.1M | JAAA, VUG, DFLV, AMZN, JCPB |
| Q1 2025 | 162 | $630.3M | JAAA, VUG, DFLV, JCPB, AMZN |
| Q4 2024 | 167 | $612.2M | VUG, DFLV, JCPB, AMZN, DFAX |
| Q3 2024 | 162 | $570.2M | VUG, JCPB, DFLV, AMZN, DFAX |
| Q2 2024 | 154 | $556.5M | VUG, JCPB, DFLV, AMZN, DFAX |
| Q1 2024 | 156 | $558.0M | AMZN, DFAX, SYK, SHV, VYM |